Vaughan David Investments LLC IL Has $135.19 Million Stock Position in Microsoft Corporation $MSFT

Vaughan David Investments LLC IL reduced its position in Microsoft Corporation (NASDAQ:MSFT) by 1.9% in the 4th quarter, HoldingsChannel.com reports. The fund owned 279,545 shares of the software giant’s stock after selling 5,515 shares during the period. Microsoft accounts for 2.9% of Vaughan David Investments LLC IL’s portfolio, making the stock its 2nd biggest position. Vaughan David Investments LLC IL’s holdings in Microsoft were worth $135,194,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. PMG Family Office LLC purchased a new stake in Microsoft in the third quarter valued at approximately $828,000. Trifecta Capital Advisors LLC lifted its holdings in Microsoft by 2.3% in the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock valued at $36,347,000 after acquiring an additional 1,572 shares during the period. TD Waterhouse Canada Inc. lifted its holdings in Microsoft by 1.0% in the third quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant’s stock valued at $493,860,000 after acquiring an additional 9,700 shares during the period. Werba Rubin Papier Wealth Management lifted its holdings in Microsoft by 15.7% in the fourth quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock valued at $6,041,000 after acquiring an additional 1,698 shares during the period. Finally, SG Americas Securities LLC lifted its holdings in Microsoft by 2,332.1% in the fourth quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant’s stock valued at $3,262,509,000 after acquiring an additional 6,468,645 shares during the period. 71.13% of the stock is currently owned by institutional investors.

Microsoft Trading Down 1.8%

Shares of MSFT stock opened at $390.34 on Friday. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The company has a market cap of $2.90 trillion, a price-to-earnings ratio of 23.23, a PEG ratio of 1.43 and a beta of 1.11. The stock has a 50 day simple moving average of $410.65 and a 200-day simple moving average of $429.22. Microsoft Corporation has a 1-year low of $356.28 and a 1-year high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping the consensus estimate of $4.06 by $0.21. The business had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business’s quarterly revenue was up 18.3% on a year-over-year basis. During the same period in the prior year, the company posted $3.46 EPS. On average, equities research analysts expect that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be paid a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s dividend payout ratio is presently 21.67%.

Insider Transactions at Microsoft

In other news, EVP Takeshi Numoto sold 2,500 shares of the company’s stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $412.45, for a total transaction of $1,031,125.00. Following the completion of the transaction, the executive vice president directly owned 51,968 shares of the company’s stock, valued at $21,434,201.60. This represents a 4.59% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the transaction, the executive vice president directly owned 46,003 shares of the company’s stock, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 19,262 shares of company stock valued at $8,695,581 in the last three months. 0.03% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of research analysts have issued reports on the company. Piper Sandler reissued an “overweight” rating on shares of Microsoft in a report on Tuesday, May 26th. Barclays reissued an “overweight” rating on shares of Microsoft in a report on Wednesday, June 3rd. Wedbush reissued an “outperform” rating and issued a $575.00 price target on shares of Microsoft in a report on Wednesday, May 13th. DA Davidson decreased their price target on Microsoft from $650.00 to $550.00 and set a “buy” rating for the company in a report on Thursday, April 30th. Finally, Phillip Securities raised Microsoft to a “buy” rating and set a $485.00 price target for the company in a report on Wednesday, May 13th. Forty-one research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $561.20.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft continues to win business tied to AI infrastructure, including a new 260 MW solar supply deal for its power needs, supporting long-term cloud growth. MN8 Energy Delivers 260 MW of Solar to Microsoft Across Two U.S. Power Markets
• Positive Sentiment: Microsoft declared a quarterly dividend of $0.91 per share, reinforcing shareholder returns and signaling financial strength. Microsoft announces quarterly dividend
• Positive Sentiment: Analysts remain upbeat on Microsoft’s AI strategy, with recent coverage calling MSFT a long-term buying opportunity as it expands Copilot and agentic AI. Microsoft Remains A Generational Buying Opportunity In The Agentic AI Era
• Neutral Sentiment: CEO Satya Nadella’s comments about using the right AI model for the job suggest a push for efficiency, but also highlight Microsoft’s effort to control AI compute costs. Satya Nadella Warns Against AI Overuse
• Neutral Sentiment: Microsoft’s limits on Anthropic’s Claude usage point to tighter AI governance, but the direct financial impact appears limited for now. Microsoft limits employee use of Anthropic’s Claude Fable 5
• Negative Sentiment: Reports that Xbox is preparing major layoffs and a reset add to concerns about cost pressure and slower growth in gaming. Microsoft’s Xbox plans for major layoffs next month
• Negative Sentiment: News that Microsoft is cutting jobs in its Azure unit in China is weighing on sentiment around near-term cloud execution and geopolitical risk. Microsoft lays off hundreds from Azure unit in China
• Negative Sentiment: Broader caution about the AI data-center buildout suggests investors are questioning how quickly Microsoft’s heavy AI spending will translate into profits. Wall Street’s $800 Billion AI Data Center Bet Is Showing Cracks

Microsoft Profile

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).